The Options Desk
The Options Desk · Week of Oct 26, 2026

Earnings Implied Moves: Oct 26–30, 2026 — What Options Priced, and What Happened

Every US name reporting that week — the implied move vs. its historical earnings move — plus the SPY/QQQ/IWM expected ranges and walls. Anchored to the prior Friday’s close (Oct 23, 2026).

The Index Read · What Options Price for the Week

That week’s US macro: New Home Sales MoM, New Home Sales, CB Consumer Confidence, Durable Goods Orders Ex Defense MoM, Durable Goods Orders MoM. Here’s the weekly move options are pricing across the majors — and the walls that box it in.

● implied range● put wall● hedge wall● spot● call wall
SPY S&P 500
implied ±1.8%
spot $759.97
$746.29–$773.65 · put 760 · hedge 771 · call 800
QQQ Nasdaq-100
implied ±3.1%
spot $704.40
$682.56–$726.24 · put 700 · hedge 725 · call 760
IWM Russell 2000
implied ±2.4%
spot $275.75
$269.13–$282.37 · put 270 · hedge 275 · call 300
How to read the walls

● Put wall — support. Heavy put positioning tends to act as a floor.

● Hedge wall — the pivot. Above it moves dampen (range-bound); below it they accelerate.

● Call wall — resistance. Heavy call positioning tends to cap the upside. More on call, put and hedge walls.

Walls move every trading day; these are Friday’s close (Oct 23). OptionPilot recomputes them each morning before the open.

The Macro Calendar · US Releases That Week

The scheduled US data inside this week’s expiry — the events the index ranges above already have to cover.

DateEventImpact
Tue Oct 27New Home Sales MoM (Sep)High
Tue Oct 27New Home Sales (Sep)High
Tue Oct 27CB Consumer Confidence (Oct)Medium
Tue Oct 27Durable Goods Orders Ex Defense MoM (Sep)High
Tue Oct 27Durable Goods Orders MoM (Sep)High
Tue Oct 27Durable Goods Orders Ex Transp MoM (Sep)High
Wed Oct 28Press ConferenceHigh
Wed Oct 28Fed Interest Rate DecisionHigh
Wed Oct 28FOMC Economic ProjectionsHigh
Wed Oct 28Goods Trade Balance (Sep)High
Thu Oct 29Atlanta Fed GDPNow (Q4)Medium
Thu Oct 29GDP Growth Rate QoQ (Q3)High
Thu Oct 29Jobless Claims 4-Week Average (Oct/24)High
Thu Oct 29Continuing Jobless Claims (Oct/17)High
Thu Oct 29Initial Jobless Claims (Oct/24)High
Thu Oct 29Core PCE Price Index MoM (Sep)High
Thu Oct 29GDP Price Index QoQ (Q3)Medium
Thu Oct 29Core PCE Prices QoQ (Q3)Low
Thu Oct 29PCE Price Index YoY (Sep)Medium
Thu Oct 29GDP Sales QoQ (Q3)Low
Thu Oct 29Personal Income MoM (Sep)High
Thu Oct 29Personal Spending MoM (Sep)High
Thu Oct 29Core PCE Price Index YoY (Sep)High
Thu Oct 29PCE Prices QoQ (Q3)Low
Thu Oct 29PCE Price Index MoM (Sep)Medium

The Earnings Read · Every US Name Reporting That Week (Mon–Fri)

125 US companies report the week of Oct 26. The widest implied move is MVIS at ±25.4%; the biggest name reporting is GOOGL at ±6.1%. Against their own earnings history, 75 are priced rich and 16 have room to run.

What the options market priced into each report — versus how much the stock has actually moved on its past prints. Sorted by market cap within each day.

Stock & reportMkt
cap
Options
implied
Actual move
avg · max
The tell
Mon Oct 26
VZpre-mkt$186B±4.5%±4.7%
max 12%
FAIRLY PRICED
CDNSpost-mkt$87B±7.7%±7.9%
max 13%
FAIRLY PRICED
CLSpost-mkt$33B±13.7%±12.3%
max 18%
FAIRLY PRICED
SMMTpre-mkt$12B±13.3%±9.8%
max 15%
1.4× RICH
AMKRpost-mkt$10B±13.4%±7.8%
max 18%
1.7× RICH
Tue Oct 27
Vpre-mkt$762B±3.5%±2.0%
max 3%
1.8× RICH
KOpre-mkt$399B±3.3%±2.4%
max 5%
1.4× RICH
HSBCpre-mkt$311B±4.5%±4.0%
max 7%
FAIRLY PRICED
BApre-mkt$149B±5.7%±3.7%
max 6%
1.5× RICH
STXpost-mkt$143B±9.8%±11.4%
max 19%
CAN RUN MORE
SPGIpre-mkt$133B±4.6%±4.8%
max 10%
FAIRLY PRICED
GLWpre-mkt$107B±9.6%±4.9%
max 12%
2.0× RICH
FCXpre-mkt$94B±6.4%±2.7%
max 7%
2.4× RICH
JCIpre-mkt$87B±6.8%±7.1%
max 11%
FAIRLY PRICED
HLTpre-mkt$79B±5.1%±2.6%
max 5%
2.0× RICH
UPSpre-mkt$76B±6.4%±7.1%
max 14%
FAIRLY PRICED
HOODpost-mkt$75B±10.2%±9.8%
max 17%
FAIRLY PRICED
RCLpre-mkt$74B±8.0%±8.0%
max 19%
FAIRLY PRICED
PYPLpre-mkt$49B±7.9%±8.8%
max 20%
CAN RUN MORE
TERpost-mkt$48B±13.0%±12.0%
max 21%
FAIRLY PRICED
EQTpost-mkt$35B±5.5%±2.7%
max 4%
2.0× RICH
CNCpre-mkt$35B±8.1%±6.4%
max 13%
1.3× RICH
PPGpost-mkt$25B±5.1%±4.4%
max 6%
1.2× RICH
EXEpost-mkt$22B±4.8%±3.8%
max 5%
1.3× RICH
SOFIpre-mkt$19B±9.8%±6.9%
max 10%
1.4× RICH
STLApre-mkt$12B±9.9%±5.7%
max 11%
1.7× RICH
GLXYpre-mkt$5B±12.9%±10.6%
max 17%
1.2× RICH
ENPHpost-mkt$4B±13.3%±17.0%
max 39%
CAN RUN MORE
WGSpre-mkt$2B±20.3%±27.6%
max 50%
CAN RUN MORE
BBAIpost-mkt$1B±14.7%±10.2%
max 21%
1.4× RICH
JBLUpre-mkt$990M±19.0%±12.1%
max 26%
1.6× RICH
Wed Oct 28
GOOGLpre-mkt$3.9T±6.1%±3.0%
max 7%
2.0× RICH
MSFTpost-mkt$3.9T±5.3%±6.1%
max 10%
CAN RUN MORE
GOOGpre-mkt$3.9T±6.0%±3.0%
max 7%
2.0× RICH
SKHY$973B±9.3%—LIMITED HISTORY
GEVpre-mkt$217B±7.9%±7.4%
max 15%
FAIRLY PRICED
KLACpre-mkt$190B±9.0%±5.1%
max 15%
1.8× RICH
NOWpost-mkt$164B±10.2%±8.2%
max 16%
1.2× RICH
TMUSpre-mkt$157B±6.1%±6.2%
max 11%
FAIRLY PRICED
FTNTpost-mkt$132B±11.9%±9.1%
max 22%
1.3× RICH
ADPpre-mkt$121B±5.2%±2.2%
max 7%
2.4× RICH
PSXpre-mkt$114B±5.5%±3.1%
max 5%
1.8× RICH
GSKpre-mkt$102B±5.3%±5.2%
max 8%
FAIRLY PRICED
AEMpost-mkt$88B±5.8%±3.3%
max 6%
1.8× RICH
VRTpre-mkt$75B±11.0%±9.0%
max 25%
1.2× RICH
FDXpost-mkt$71B±6.6%±5.0%
max 15%
1.3× RICH
BSXpre-mkt$66B±8.5%±5.7%
max 18%
1.5× RICH
CVNApost-mkt$63B±13.6%±13.4%
max 19%
FAIRLY PRICED
EBAYpost-mkt$54B±7.2%±9.2%
max 18%
CAN RUN MORE
Fpost-mkt$46B±6.3%±5.8%
max 12%
FAIRLY PRICED
BIIBpost-mkt$37B±7.3%±4.2%
max 9%
1.7× RICH
CMGpost-mkt$35B±7.5%±7.9%
max 18%
FAIRLY PRICED
GEHCpre-mkt$32B±6.5%±5.1%
max 9%
1.3× RICH
KGCpost-mkt$27B±6.4%±4.5%
max 7%
1.4× RICH
IPpre-mkt$18B±7.5%±8.6%
max 13%
CAN RUN MORE
GFLpost-mkt$16B±13.1%±3.5%
max 6%
OUTSIZED PREMIUM
ARpost-mkt$12B±5.9%±4.4%
max 8%
1.3× RICH
GNRCpre-mkt$11B±10.7%±9.5%
max 20%
FAIRLY PRICED
ALGNpost-mkt$11B±10.1%±9.7%
max 37%
FAIRLY PRICED
AURpost-mkt$10B±14.6%±13.7%
max 46%
FAIRLY PRICED
ETSYpre-mkt$8B±11.0%±8.5%
max 13%
1.3× RICH
VFCpre-mkt$7B±9.9%±12.3%
max 27%
CAN RUN MORE
VKTXpost-mkt$3B±7.9%±7.9%
max 21%
FAIRLY PRICED
BHCpost-mkt$2B±10.9%±8.5%
max 13%
1.3× RICH
TDOCpost-mkt$1B±12.1%±7.9%
max 15%
1.5× RICH
REPLpost-mkt$1B±12.2%±4.6%
max 7%
OUTSIZED PREMIUM
MVISpre-mkt$28M±25.4%±11.1%
max 29%
2.3× RICH
Thu Oct 29
AMZNpost-mkt$2.7T±7.8%±6.1%
max 10%
1.3× RICH
LLYpre-mkt$1.2T±6.5%±8.3%
max 14%
CAN RUN MORE
MApre-mkt$546B±3.5%±2.4%
max 4%
1.5× RICH
INTCpost-mkt$460B±9.9%±7.7%
max 17%
1.3× RICH
MRKpre-mkt$358B±5.3%±3.2%
max 9%
1.7× RICH
CATpre-mkt$316B±7.4%±4.1%
max 12%
1.8× RICH
SHELpre-mkt$308B±3.7%±2.6%
max 5%
1.4× RICH
GILDpost-mkt$193B±6.0%±5.4%
max 8%
FAIRLY PRICED
SNDKpost-mkt$179B±10.8%±8.0%
max 15%
1.4× RICH
BMYpre-mkt$126B±5.5%±4.7%
max 7%
1.2× RICH
MOpre-mkt$124B±4.1%±4.6%
max 8%
CAN RUN MORE
SBUXpost-mkt$115B±6.6%±3.0%
max 8%
2.2× RICH
ICEpre-mkt$91B±3.8%±2.8%
max 6%
1.4× RICH
MDLZpost-mkt$81B±4.0%±3.1%
max 7%
1.3× RICH
EPDpre-mkt$80B±3.3%±2.0%
max 5%
1.6× RICH
HWMpre-mkt$74B±8.0%±6.3%
max 12%
1.3× RICH
DLRpost-mkt$64B±5.7%±3.7%
max 10%
1.5× RICH
LNGpre-mkt$62B±5.0%±3.0%
max 5%
1.7× RICH
MSTRpost-mkt$59B±8.5%±8.9%
max 26%
FAIRLY PRICED
CRHpre-mkt$56B±5.4%±3.4%
max 10%
1.6× RICH
VALEpost-mkt$53B±6.2%±2.7%
max 4%
2.3× RICH
LHXpost-mkt$47B±4.5%±2.0%
max 4%
2.3× RICH
CARRpre-mkt$46B±6.2%±6.4%
max 12%
FAIRLY PRICED
COINpre-mkt$43B±9.6%±11.2%
max 17%
CAN RUN MORE
DHIpre-mkt$41B±6.3%±6.1%
max 17%
FAIRLY PRICED
TWLOpost-mkt$40B±15.4%±12.1%
max 20%
1.3× RICH
ARESpre-mkt$40B±7.0%±4.6%
max 11%
1.5× RICH
STMpre-mkt$39B±11.9%±8.8%
max 16%
1.4× RICH
RBLXpre-mkt$38B±14.3%±12.3%
max 20%
1.2× RICH
HSYpre-mkt$34B±4.7%±3.6%
max 9%
1.3× RICH
RKTpost-mkt$33B±9.8%±7.0%
max 12%
1.4× RICH
DXCMpost-mkt$29B±8.8%±9.5%
max 16%
FAIRLY PRICED
TECKpre-mkt$29B±5.8%±4.2%
max 9%
1.4× RICH
RDDTpost-mkt$28B±12.9%±14.8%
max 42%
CAN RUN MORE
FSLRpost-mkt$18B±9.8%±8.4%
max 14%
1.2× RICH
RIVNpost-mkt$17B±10.3%±11.7%
max 27%
CAN RUN MORE
FTAIpost-mkt$16B±12.4%±11.0%
max 27%
FAIRLY PRICED
OWLpost-mkt$15B±6.9%±4.5%
max 8%
1.5× RICH
GDDYpost-mkt$14B±9.1%±9.4%
max 14%
FAIRLY PRICED
BAXpre-mkt$13B±10.3%±11.2%
max 22%
FAIRLY PRICED
PINSpost-mkt$13B±12.1%±14.5%
max 22%
CAN RUN MORE
SIRIpre-mkt$9B±5.0%±7.6%
max 10%
CAN RUN MORE
NCLHpre-mkt$7B±8.9%±9.1%
max 15%
FAIRLY PRICED
MBLYpre-mkt$6B±10.6%±7.0%
max 14%
1.5× RICH
AXTIpost-mkt$3B±18.4%±15.6%
max 31%
1.2× RICH
HOGpre-mkt$3B±8.0%±5.9%
max 13%
1.4× RICH
MPT$2B±15.7%—LIMITED HISTORY
Fri Oct 30
XOMpost-mkt$753B±3.9%±2.2%
max 3%
1.8× RICH
ABBVpre-mkt$505B±4.8%±4.3%
max 6%
FAIRLY PRICED
CVXpre-mkt$461B±3.9%±2.6%
max 5%
1.5× RICH
BPpre-mkt$135B±4.4%±3.4%
max 6%
1.3× RICH
GDpre-mkt$95B±4.1%±3.4%
max 7%
1.2× RICH
REGNpre-mkt$83B±5.6%±6.1%
max 12%
FAIRLY PRICED
CLpre-mkt$75B±3.3%±3.5%
max 6%
FAIRLY PRICED
KVUEpost-mkt$38B±3.3%±4.2%
max 12%
CAN RUN MORE
CBOEpre-mkt$36B±5.3%±2.6%
max 4%
2.0× RICH
CCJpre-mkt$34B±6.8%±4.4%
max 7%
1.5× RICH
ABRpre-mkt$545M±12.8%±7.1%
max 13%
1.8× RICH

Implied move = live ATM straddle for the expiry covering the report. Actual move = the stock’s own 1-day earnings reaction over its last reported quarters — avg is typical, max the biggest. “pre/post-mkt” = reports before the open / after the close. “Can run more” = options price less than history; “rich” = more; “outsized premium” = far above (usually a special catalyst).

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Educational, not investment advice. Options involve risk. Implied moves reflect live at-the-money straddle prices; historical moves are averages of past reported quarters and are not a forecast.